Filed December 18, 2000 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FRANCIS LLC1 year Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $56,087 |
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $22,911 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,956 | $73,360+276.2% | $177,989+55.0% | $74,495+270.4% |
| Participation rate | 93.8% | 66.6%+27.1pp | 77.1%+16.7pp | 67.2%+26.5pp |
| Annual return | 12.93% | 17.49%-4.6pp | 294.48%-281.6pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $4,384 | $2,216+97.8% | $3,949+11.0% | $2,623+67.1% |
| Participant deferral / active EE | $13,857 | $4,513+207.0% | $6,276+120.8% | $4,346+218.9% |
| Admin fee / account holder | $266 | $1,808-85.3% | $10,363-97.4% | $1,942-86.3% |